Client Access
Free
4.9.0for iPhone, iPad and more
8.1
97 Ratings
Raymond James Financial
Developer
50.9 MB
Size
Mar 22, 2024
Update Date
Finance
Category
4+
Age Rating
Age Rating
Client Access Screenshots
About Client Access
Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here.
• Your account balances, including your assets and available cash
• Current value of each of your investments
• Detailed asset allocation analysis
• Documents such as trade confirmations and tax reporting
• A secure vault to store financial statements, insurance documents
• A full complement of convenient client tools
• Your financial advisor’s contact information
Asset allocation does not guarantee a profit nor protect against loss.
• Your account balances, including your assets and available cash
• Current value of each of your investments
• Detailed asset allocation analysis
• Documents such as trade confirmations and tax reporting
• A secure vault to store financial statements, insurance documents
• A full complement of convenient client tools
• Your financial advisor’s contact information
Asset allocation does not guarantee a profit nor protect against loss.
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What's New in the Latest Version 4.9.0
Last updated on Mar 22, 2024
Old Versions
• View Retirement Account Information (if applicable), such as beneficiaries, tax withholding, and minimum distributions in the More menu
• Add/remove items to your Watch List, accessible via Market Research in the More menu
• Bug fixes and performance enhancements
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Version History
4.9.0
Mar 22, 2024
• View Retirement Account Information (if applicable), such as beneficiaries, tax withholding, and minimum distributions in the More menu
• Add/remove items to your Watch List, accessible via Market Research in the More menu
• Bug fixes and performance enhancements
4.8.1
Feb 15, 2024
• Updates to default sorting orders
• View your goal plan (if applicable) under Planning in the More menu
• Updated iPad view for Activity
• Bug Fixes and Performance Enhancements
• View your goal plan (if applicable) under Planning in the More menu
• Updated iPad view for Activity
• Bug Fixes and Performance Enhancements
4.8.0
Feb 9, 2024
• Updates to default sorting orders
• View your goal plan (if applicable) under Planning in the More menu
• Updated iPad view for Activity
• View your goal plan (if applicable) under Planning in the More menu
• Updated iPad view for Activity
4.7.1
Dec 15, 2023
• Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard
4.7.0
Dec 8, 2023
• Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard
4.6.2
Nov 3, 2023
- Updated view for the Accounts screen
- Create and edit account groups from the Accounts screen
- Sort on-screen information on both the Portfolio and Activity screens
- Create and edit account groups from the Accounts screen
- Sort on-screen information on both the Portfolio and Activity screens
4.6.1
Oct 29, 2023
- Updated view for the Accounts screen
- Create and edit account groups from the Accounts screen
- Sort on-screen information on both the Portfolio and Activity screens
- Create and edit account groups from the Accounts screen
- Sort on-screen information on both the Portfolio and Activity screens
4.6.0
Oct 27, 2023
- Updated view for the Accounts screen
- Create and edit account groups from the Accounts screen
- Sort on-screen information on both the Portfolio and Activity screens
- Create and edit account groups from the Accounts screen
- Sort on-screen information on both the Portfolio and Activity screens
4.5.0
Sep 8, 2023
- Updated iPad views for Portfolio and Dashboard
- Updated iPhone view for Portfolio
- Enable and disable Face/Touch ID in app under Client Tools
- View Raymond James Bank products in the More menu, if applicable
- Updated iPhone view for Portfolio
- Enable and disable Face/Touch ID in app under Client Tools
- View Raymond James Bank products in the More menu, if applicable
4.4.0
Jun 30, 2023
We update our app regularly to provide a better experience and improve overall performance. Please keep automatic updates turned on to make sure you’re always using the most current version of the app.
4.3.0
Jun 23, 2023
We update our app regularly to provide a better experience and improve overall performance. Please keep automatic updates turned on to make sure you’re always using the most current version of the app.
4.1.10
May 5, 2023
We update our app regularly to provide a better experience and improve overall performance. Please keep automatic updates turned on to make sure you’re always using the most current version of the app.
4.1.5
Apr 28, 2023
We update our app regularly to provide a better experience and improve overall performance. Please keep automatic updates turned on to make sure you’re always using the most current version of the app.
4.1.0
Apr 14, 2023
The latest version of Client Access released in March 2023 brings more clarity and efficiency to the app and all its functions, making it more user friendly. Enjoy a revamped user interface with enhanced functionality, personalization and security, and simplified navigation and usability.
4.0.2
Mar 30, 2023
The latest version of Client Access released in March 2023 brings more clarity and efficiency to the app and all its functions, making it more user friendly. Enjoy a revamped user interface with enhanced functionality, personalization and security, and simplified navigation and usability.
4.0.1
Mar 29, 2023
The latest version of Client Access released in March 2023 brings more clarity and efficiency to the app and all its functions, making it more user friendly. Enjoy a revamped user interface with enhanced functionality, personalization and security, and simplified navigation and usability.
4.0.0
Mar 25, 2023
The latest version of Client Access released in March 2023 brings more clarity and efficiency to the app and all its functions, making it more user friendly. Enjoy a revamped user interface with enhanced functionality, personalization and security, and simplified navigation and usability.
3.0.7
Feb 11, 2023
Minor bug fixes including performance updates
3.0.6
Nov 30, 2022
Various bug fixes and performance enhancements
3.0.5
Nov 24, 2022
Various bug fixes and performance updates
3.0.4
Jun 12, 2022
Bug fixes and other updates
3.0.3
Apr 8, 2022
various bug fixes and other updates
3.0.2
Feb 9, 2022
- Choose your document delivery elections at the document level
- Bug fixes and other updates
- Bug fixes and other updates
3.0.1
Feb 6, 2022
- Choose your document delivery elections at the document level
- Bug fixes and other updates
- Bug fixes and other updates
3.0.0
Feb 4, 2022
- Choose your document delivery elections at the document level
- Bug fixes and other updates
- Bug fixes and other updates
Client Access FAQ
Click here to learn how to download Client Access in restricted country or region.
Check the following list to see the minimum requirements of Client Access.
iPhone
Requires iOS 15.0 or later.
iPad
Requires iPadOS 15.0 or later.
iPod touch
Requires iOS 15.0 or later.
Client Access supports English
